J P Morgan Exchange-traded F shares owned by Samalin Investment Counsel
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Samalin Investment Counsel
from 13F filings
Historical chart of Samalin Investment Counsel investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Samalin Investment Counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $334k | 5.9k | 57.10 |
| 2025-06-30 | $447k | 7.9k | 56.85 |
| 2025-03-31 | $389k | 6.8k | 57.14 |
| 2024-12-31 | $516k | 9.0k | 57.53 |
| 2024-09-30 | $592k | 9.9k | 59.51 |
| 2024-06-30 | $467k | 8.2k | 56.68 |
| 2024-03-31 | $476k | 8.2k | 57.86 |
| 2023-09-30 | $473k | 8.8k | 53.56 |
| 2023-06-30 | $499k | 9.0k | 55.33 |
| 2023-03-31 | $266k | 4.9k | 54.60 |
| 2022-03-31 | $96k | 1.6k | 61.38 |
| 2021-12-31 | $82k | 1.3k | 63.18 |
More positions owned by Samalin Investment Counsel
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